Scharf Investments

Scharf Investments is the largest independent advisory firm in the Monterey Bay region of California with $3 billion in assets under management. With plans for further national expansion, they were looking to revamp their brand and develop a clear position and message for their audience. FS collaborated with Scharf to create a new logo identity and focus their message on helping to secure their clients’ financial future. We designed all materials including website, brochures, fund documents, presentations, white papers, and quarterly newsletter. The success of the re-brand has enabled Scharf to open new markets and reach new audiences.

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